7月31日晚间，李氏大药厂(00950.HK)发布公告，2025年7月29日，公司附属公司中国肿瘤医疗有限公司 的肿瘤药物Socazolimab已获国家药品监督管理局批准于中国内地联合化疗用于广泛期小细胞肺癌适应 症(ES-SCLC)的一线治疗。 李氏大药厂2024年财报显示，该公司在2024年全年实现营业收入14.00亿港元，同比增长32.95%，归属 母公司净利润9309.90万港元，同比增长457.55%，基本每股收益为0.16港元。 公告称，此次批准是基于一项Socazolimab联合化疗用于广泛期小细胞肺癌一线治疗的第三期、多中 心、随机、双盲、安慰剂对照的临床试验。该试验涵盖54个中心，由上海市胸科医院陆舜教授牵头。试 验结果显示，接受Socazolimab治疗的患者整体生存期(13.90个月)相较安慰剂组(11.58个月)显著提升，且 该药物未增加治疗的安全风险。 公开信息显示，李氏大药厂是一家主要从事药品开发、制造、市场推广及销售业务的香港投资控股公 司，已于中国医药行业进行了超过三十年的经营活动，与约二十家国际公司建立了广泛的合作关系，且 于中国内地以及港澳台推广超过25种专利、仿制及引进医 ...

Core Viewpoint - Lee's Pharmaceutical Holdings Limited (00950.HK) announced that its subsidiary, China Oncology Medical Co., Ltd. (COF), received approval from the National Medical Products Administration (NMPA) for its cancer drug Socazolimab to be used in combination with chemotherapy for first-line treatment of extensive-stage small cell lung cancer (ES-SCLC) in mainland China [1] Group 1: Drug Approval and Clinical Trials - The approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - Results showed that patients treated with Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, with no increase in safety risks associated with the treatment [1] Group 2: Drug Profile and Additional Trials - Socazolimab is a fully human anti-PD-L1 monoclonal antibody used for cancer treatment, and it has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] - Another Phase III clinical trial for first-line treatment of persistent, recurrent, or metastatic cervical cancer is currently underway [1]

Core Viewpoint - The approval of Socazolimab for first-line treatment of extensive-stage small cell lung cancer in mainland China represents a significant advancement for the company and the oncology sector, highlighting the drug's efficacy and safety profile based on clinical trial results [1] Company Summary - Lee's Pharmaceutical (00950) announced that its subsidiary, China Oncology Medical Co., has received approval from the National Medical Products Administration for Socazolimab to be used in combination with chemotherapy for first-line treatment of extensive-stage small cell lung cancer [1] - Socazolimab is a fully human anti-PD-L1 monoclonal antibody that has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] Industry Summary - The approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - The trial results indicated that patients receiving Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, without increasing safety risks associated with the treatment [1] - Another Phase III clinical trial for Socazolimab in the treatment of persistent, recurrent, or metastatic cervical cancer is currently ongoing [1]

Core Viewpoint - Lee's Pharmaceutical Holdings Limited (00950) announced that its subsidiary, China Oncology Medical Co., Ltd., received approval from the National Medical Products Administration for Socazolimab to be used in combination with chemotherapy as a first-line treatment for extensive-stage small cell lung cancer in mainland China [1] Group 1: Drug Approval and Clinical Trials - Socazolimab's approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - The trial results indicated that patients treated with Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, without increasing safety risks associated with the treatment [1] Group 2: Drug Profile and Additional Trials - Socazolimab is a fully human anti-PD-L1 monoclonal antibody used for cancer treatment, and it has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] - Another Phase III clinical trial for Socazolimab in the first-line treatment of persistent, recurrent, or metastatic cervical cancer is currently ongoing [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 佈 全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 Lee's Pharmaceutical Holdings Limited 李氏大藥廠控股有限公司 * （於開曼群島註冊成立之有限公司） （股份代號：950） 本 公 佈 由 李 氏 大 藥 廠 控 股 有 限 公 司（「本公司」或「李氏大藥廠」，連 同 其 附 屬 公 司 統 稱「本集團」）董 事（「董 事」）會（「董事會」）自 願 作 出。 本 公 司 董 事 會 欣 然 宣 佈，於 二 零 二 五 年 七 月 二 十 九 日，本 公 司 附 屬 公 司 中 國 腫 瘤 醫 療 有 限 公 司（「COF」）腫 瘤 藥 物Socazolimab，已 獲 國 家 藥 品 監 督 管 理 局（「藥 監 局」）批 准 於 中 國 內 地 聯 合 化 療 用 於 廣 泛 期 小 細 胞 肺 癌（「ES-SCLC」）的 一 線 治 療。 此次批准是基於一項 ...

Group 1 - The core viewpoint of the news highlights the financial performance and market position of BeiGene, with a significant increase in revenue and net profit [1][2]. - As of July 28, BeiGene's stock opened at $299.0 per share, with a market capitalization of $35.42 billion [1]. - Financial data shows that for the fiscal year ending March 31, 2025, BeiGene's total revenue is projected to be $1.117 billion, representing a year-on-year growth of 48.64%, while the net profit attributable to shareholders is expected to be $1.27 million, reflecting a growth of 100.51% [1]. Group 2 - On July 17, Morgan Stanley raised BeiGene's target price to $345, maintaining an "Overweight" rating [1]. - The company is set to disclose its fiscal year 2025 mid-term report on August 6, prior to the market opening [1]. - BeiGene is a commercial-stage biotechnology company focused on developing and commercializing innovative molecular targeted and immunotherapy drugs for cancer treatment, with a diverse product portfolio [2].

Core Findings - A new study published in the journal "Frontiers in Endocrinology" reveals that a specific gene is crucial for the intestinal absorption of vitamin D and its subsequent metabolic processes [1] - Blocking or inhibiting this gene can selectively suppress the growth of cancer cells, indicating significant potential applications in cancer treatment and precision medicine [1] Industry Implications - The findings suggest a promising avenue for developing targeted cancer therapies that leverage the understanding of gene functions related to vitamin D metabolism [1] - This research could lead to advancements in precision medicine, enhancing treatment efficacy for cancer patients by focusing on genetic factors [1]

Company Overview - BeOne Medicines Ltd. - Sponsored ADR (ONC) shares increased by 4% to $290.35 in the last trading session, with a notable trading volume that exceeded the average [1] - The stock has experienced a 10.4% gain over the past four weeks, indicating positive momentum [1] Sales Growth Potential - The recent stock price rally is driven by investor optimism regarding the sales growth potential of the company's oncology products, including Brukinsa (zanubrutinib) and Tevimbra (tislelizumab) [2] - BeOne Medicines is also developing several other pipeline candidates aimed at treating various cancer indications [2] Earnings and Revenue Expectations - The company is projected to report quarterly earnings of $0.19 per share, reflecting a year-over-year increase of 116.5% [3] - Expected revenues for the upcoming quarter are $1.23 billion, which represents a 32.7% increase compared to the same quarter last year [3] Earnings Estimate Revisions - The consensus EPS estimate for BeOne Medicines has been revised down by 60.7% over the last 30 days [4] - A negative trend in earnings estimate revisions typically does not lead to price appreciation, suggesting caution for future stock performance [4] Industry Context - BeOne Medicines is part of the Zacks Medical - Drugs industry, which includes other companies like Metagenomi (MGX) [5] - Metagenomi's stock closed 1.4% higher at $2.13, with a notable return of 41.9% over the past month [5] - Metagenomi's consensus EPS estimate has remained unchanged at -$0.68, representing a year-over-year change of -134.5% [6]

Core Viewpoint - Artelo Biosciences, Inc. has been upgraded from Hold to Buy by D. Boral Capital, with a price target of $20, highlighting its focus on Cachexia and chemotherapy-induced peripheral neuropathy (CIN) [1] Group 1: Drug Development and Pipeline - ART27.13, a Phase 2 asset, is a selective benzimadazole agonist acquired from AstraZeneca, showing potential to stimulate appetite and promote weight gain, which could improve the quality of life for cancer patients [1][2] - ART26.12, another asset licensed from the University of Stonybrook, appears to protect nerves from damage without compromising chemotherapy efficacy, with favorable results from its first-in-human study affirming its safety and pharmacokinetic profile [3] - New preclinical data on ART12.11, a Cannabidiol and Tetramethylpyrazine cocrystal drug candidate, was presented, indicating its potential for treating depression and anxiety, particularly in patients with cognitive dysfunction [4][6] Group 2: Efficacy and Market Position - ART12.11 demonstrated significant behavioral improvements in male rats under chronic stress, showing efficacy comparable to sertraline (Zoloft), a leading SSRI, while also reversing stress-induced memory deficits [6][7] - Artelo Biosciences stock increased by 14.66% to $16.42 following these developments, reflecting positive market sentiment [6]

Core Insights - The 2025 ASCO Annual Meeting highlighted AstraZeneca's leadership with transformative data, aiming for $80 billion in sales by 2030, focusing on gastric and breast cancer treatments [2][6]. Section Summaries Gastric Cancer - AstraZeneca's Imfinzi is set to unlock a $2 billion market in perioperative gastric cancer, capitalizing on Merck's missed opportunity with the KEYNOTE-585 trial [6]. - The MATTERHORN study demonstrated unprecedented event-free survival (EFS) advantages, although it may miss out on a market of 217,000 patients in China due to data limitations [6]. Breast Cancer - Enhertu's performance in the DESTINY-Breast09 trial for first-line HER2-positive breast cancer continues to show promise [2]. - Updates from Jazz Pharmaceuticals and RemeGen on HER2-positive gastric cancer treatments were presented, indicating competitive advancements in this space [10]. Lung Cancer - Multiple datasets, including those for TIGIT and KRAS, are making progress in niche areas of lung cancer [2]. - Pfizer's PD-1xVEGF drug is anticipated to have a strong market presence, despite safety concerns [12][21]. Colorectal Cancer - Pfizer's SSGJ-707 shows potential with high efficacy, although it comes with significant safety concerns, as the market for this segment is expected to reach $60 billion [12][21]. Head and Neck Cancer - Bristol Myers' Opdivo and Merck's Keytruda have finally made progress in head and neck cancer after two decades of stagnation [2].